Aurelius Family Office

BEDFORD, NHfiles as Aurelius Family Office LLC

$254m in 49 US stocks at the end of 30 June 2026. The top 10 are 71.6% of the money. It changed about 2.3% of the portfolio this quarter.

Value

$254m

Stocks

Top 10 share

71.6%

Turnover

2.3%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Instl Index FDVBIL
0.2% of the fund
BroadcomAVGO
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Scottsdale FDSBNDW
10.1% of the fund
+6%
Dimensional ETF TrustDFCF
8.4% of the fund
+5%
Vanguard Scottsdale FDSVGLT
5.1% of the fund
+8%
Vanguard Tax-Managed FDSVEA
5.0% of the fund
+2%
Vanguard Malvern FDSVTIP
4.2% of the fund
+4%
Vanguard Intl Equity Index FVWO
4.1% of the fund
+9%
Vanguard Scottsdale FDSVONG
2.9% of the fund
+3%
Dimensional ETF TrustDFNM
1.5% of the fund
+16%
State STR Spdr S&P 500 ETF TSPY
1.3% of the fund
+5%
Vanguard Index FDSVTV
0.4% of the fund
+4%
Ishares TRISVL
0.3% of the fund
+70%
Dimensional World EquityDFAW
<0.1% of the fund
+5%

Cut

Sold some of their stake.

Vanguard Index FDSVBR
3.3% of the fund
-5%
Dimensional ETF TrustDFUS
2.9% of the fund
-3%
Vanguard Index FDSVB
2.7% of the fund
-5%
Vanguard Index FDSVBK
1.5% of the fund
-4%
Dimensional ETF TrustDFAS
1.2% of the fund
-4%
Vanguard Scottsdale FDSVONV
1.1% of the fund
-7%
Dimensional ETF TrustDFUV
0.9% of the fund
-2%
Dimensional ETF TrustDFIV
0.8% of the fund
-5%
Ishares TRIWM
0.6% of the fund
-4%
American Centy ETF TRAVUS
0.5% of the fund
-2%
American Centy ETF TRAVDE
0.5% of the fund
-3%
Dimensional ETF TrustDFSV
0.3% of the fund
-4%
Ishares TREFV
0.3% of the fund
-9%
Ishares TRTLT
0.2% of the fund
-11%
Ishares TRIWN
0.2% of the fund
-11%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Vanguard Index FDSVOO
Share
16.6%
Value
$42m
Shares
61,313
Held
Dimensional ETF TrustDFAC
Share
11.9%
Value
$30m
Shares
681,653
Held
Vanguard Scottsdale FDSBNDW
Share
10.1%
Value
$26m
Shares
375,706
+6%
Dimensional ETF TrustDFCF
Share
8.4%
Value
$21m
Shares
506,366
+5%
Vanguard Scottsdale FDSVGLT
Share
5.1%
Value
$13m
Shares
234,900
+8%
Vanguard Tax-Managed FDSVEA
Share
5.0%
Value
$13m
Shares
178,831
+2%
Vanguard Malvern FDSVTIP
Share
4.2%
Value
$11m
Shares
211,089
+4%
Vanguard Intl Equity Index FVWO
Share
4.1%
Value
$10m
Shares
173,692
+9%
Vanguard Index FDSVBR
Share
3.3%
Value
$8m
Shares
34,752
-5%
Dimensional ETF TrustDFUS
Share
2.9%
Value
$7m
Shares
88,717
-3%
Vanguard Scottsdale FDSVONG
Share
2.9%
Value
$7m
Shares
56,648
+3%
Vanguard BD Index FDSBND
Share
2.8%
Value
$7m
Shares
97,708
Held
Vanguard Index FDSVB
Share
2.7%
Value
$7m
Shares
22,399
-5%
Vanguard Index FDSVTI
Share
1.6%
Value
$4m
Shares
10,866
Held
Dimensional ETF TrustDFNM
Share
1.5%
Value
$4m
Shares
80,663
+16%
Vanguard Index FDSVBK
Share
1.5%
Value
$4m
Shares
10,084
-4%
State STR Spdr S&P 500 ETF TSPY
Share
1.3%
Value
$3m
Shares
4,556
+5%
American Centy ETF TRAVEM
Share
1.3%
Value
$3m
Shares
33,274
Held
Dimensional ETF TrustDFAS
Share
1.2%
Value
$3m
Shares
37,019
-4%
Ishares TRREET
Share
1.2%
Value
$3m
Shares
108,409
Held
Dimensional ETF TrustDFIS
Share
1.1%
Value
$3m
Shares
78,127
Held
Vanguard Scottsdale FDSVONV
Share
1.1%
Value
$3m
Shares
25,088
-7%
Dimensional ETF TrustDISV
Share
1.0%
Value
$3m
Shares
63,187
Held
Dimensional ETF TrustDFUV
Share
0.9%
Value
$2m
Shares
39,245
-2%
Dimensional ETF TrustDFIV
Share
0.8%
Value
$2m
Shares
37,893
-5%
Ishares TRIWM
Share
0.6%
Value
$1m
Shares
4,848
-4%
American Centy ETF TRAVUS
Share
0.5%
Value
$1m
Shares
9,651
-2%
Dimensional ETF TrustDFAT
Share
0.5%
Value
$1m
Shares
17,369
Held
American Centy ETF TRAVDE
Share
0.5%
Value
$1m
Shares
13,218
-3%
Vanguard Index FDSVTV
Share
0.4%
Value
$1m
Shares
5,109
+4%
Dimensional ETF TrustDFGP
Share
0.3%
Value
$818,153
Shares
15,023
Held
Ishares TRISVL
Share
0.3%
Value
$682,444
Shares
13,554
+70%
Dimensional ETF TrustDFSV
Share
0.3%
Value
$673,782
Shares
17,370
-4%
Ishares TREFV
Share
0.3%
Value
$654,538
Shares
8,550
-9%
Berkley W RWRB
Share
0.2%
Value
$530,315
Shares
7,519
Held
Ishares TRTLT
Share
0.2%
Value
$515,841
Shares
5,969
-11%
Dimensional ETF TrustDFEM
Share
0.2%
Value
$502,961
Shares
12,376
Held
Vanguard Intl Equity Index FVSS
Share
0.2%
Value
$463,693
Shares
3,005
Held
Vanguard Instl Index FDVBIL
Share
0.2%
Value
$463,691
Shares
6,127
New
Ishares TRIWN
Share
0.2%
Value
$399,305
Shares
1,805
-11%
Dimensional ETF TrustDFIC
Share
0.1%
Value
$374,016
Shares
10,038
Held
Dimensional ETF TrustDFLV
Share
0.1%
Value
$339,688
Shares
8,591
Held
Ishares TRSTIP
Share
0.1%
Value
$303,211
Shares
2,968
Held
AppleAAPL
Share
0.1%
Value
$274,892
Shares
950
Held
Schwab Strategic TRSCHC
Share
0.1%
Value
$256,913
Shares
5,339
Held
Ishares TRSCZ
Share
<0.1%
Value
$250,841
Shares
3,049
Held
Dimensional World EquityDFAW
Share
<0.1%
Value
$240,671
Shares
2,907
+5%
BroadcomAVGO
Share
<0.1%
Value
$234,205
Shares
620
New
MicrosoftMSFT
Share
<0.1%
Value
$221,574
Shares
594
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	16.6%	$42m	61,313	Held
Dimensional ETF TrustDFAC	11.9%	$30m	681,653	Held
Vanguard Scottsdale FDSBNDW	10.1%	$26m	375,706	+6%
Dimensional ETF TrustDFCF	8.4%	$21m	506,366	+5%
Vanguard Scottsdale FDSVGLT	5.1%	$13m	234,900	+8%
Vanguard Tax-Managed FDSVEA	5.0%	$13m	178,831	+2%
Vanguard Malvern FDSVTIP	4.2%	$11m	211,089	+4%
Vanguard Intl Equity Index FVWO	4.1%	$10m	173,692	+9%
Vanguard Index FDSVBR	3.3%	$8m	34,752	-5%
Dimensional ETF TrustDFUS	2.9%	$7m	88,717	-3%
Vanguard Scottsdale FDSVONG	2.9%	$7m	56,648	+3%
Vanguard BD Index FDSBND	2.8%	$7m	97,708	Held
Vanguard Index FDSVB	2.7%	$7m	22,399	-5%
Vanguard Index FDSVTI	1.6%	$4m	10,866	Held
Dimensional ETF TrustDFNM	1.5%	$4m	80,663	+16%
Vanguard Index FDSVBK	1.5%	$4m	10,084	-4%
State STR Spdr S&P 500 ETF TSPY	1.3%	$3m	4,556	+5%
American Centy ETF TRAVEM	1.3%	$3m	33,274	Held
Dimensional ETF TrustDFAS	1.2%	$3m	37,019	-4%
Ishares TRREET	1.2%	$3m	108,409	Held
Dimensional ETF TrustDFIS	1.1%	$3m	78,127	Held
Vanguard Scottsdale FDSVONV	1.1%	$3m	25,088	-7%
Dimensional ETF TrustDISV	1.0%	$3m	63,187	Held
Dimensional ETF TrustDFUV	0.9%	$2m	39,245	-2%
Dimensional ETF TrustDFIV	0.8%	$2m	37,893	-5%
Ishares TRIWM	0.6%	$1m	4,848	-4%
American Centy ETF TRAVUS	0.5%	$1m	9,651	-2%
Dimensional ETF TrustDFAT	0.5%	$1m	17,369	Held
American Centy ETF TRAVDE	0.5%	$1m	13,218	-3%
Vanguard Index FDSVTV	0.4%	$1m	5,109	+4%
Dimensional ETF TrustDFGP	0.3%	$818,153	15,023	Held
Ishares TRISVL	0.3%	$682,444	13,554	+70%
Dimensional ETF TrustDFSV	0.3%	$673,782	17,370	-4%
Ishares TREFV	0.3%	$654,538	8,550	-9%
Berkley W RWRB	0.2%	$530,315	7,519	Held
Ishares TRTLT	0.2%	$515,841	5,969	-11%
Dimensional ETF TrustDFEM	0.2%	$502,961	12,376	Held
Vanguard Intl Equity Index FVSS	0.2%	$463,693	3,005	Held
Vanguard Instl Index FDVBIL	0.2%	$463,691	6,127	New
Ishares TRIWN	0.2%	$399,305	1,805	-11%
Dimensional ETF TrustDFIC	0.1%	$374,016	10,038	Held
Dimensional ETF TrustDFLV	0.1%	$339,688	8,591	Held
Ishares TRSTIP	0.1%	$303,211	2,968	Held
AppleAAPL	0.1%	$274,892	950	Held
Schwab Strategic TRSCHC	0.1%	$256,913	5,339	Held
Ishares TRSCZ	<0.1%	$250,841	3,049	Held
Dimensional World EquityDFAW	<0.1%	$240,671	2,907	+5%
BroadcomAVGO	<0.1%	$234,205	620	New
MicrosoftMSFT	<0.1%	$221,574	594	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.0% since 30 June 2025.

Where the money is

Technology0.3%

Financial services0.2%

Other99.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.